Stirling, Schwartz now members of the Klaas Financial Asset Advisors

Klaas Financial announced on February 1, 2024 that Josh Stirling and Eric J. Schwartz have become members of the Klaas Financial Asset Advisors, LLC.

Josh Stirling, CFA, Director of Portfolio Management joined Klaas in 2017. Eric J. Schwartz, CFP®, Investment Adviser Representative began his career at Klaas back in 2020. Both gentlemen work in Klaas Financial’ Fitchburg, WI location.

One Community Bank: Dan Mattes Promoted to AVP – Commercial Banking Officer

January 29, 2024
FOR IMMEDIATE RELEASE

Contact:
Ameilia Abraham
One Community Bank
608-838-3141
aabraham@onecommunity.bank

Dan Mattes Promoted to AVP – Commercial Banking Officer

(January 2024) – One Community Bank is excited to announce the promotion of Dan Mattes to AVP – Commercial Banking Officer of its Cottage Grove location.

“Dan has been a tremendous asset to the commercial team. He has worked closely with our clients and developed new business relationships. In his new role, he will have the opportunity to work with a diverse range of business clients, helping them achieve their goals through effective communication and strategic planning,” said Tom Long, SVP Commercial Banking Manager.

“I am thrilled to grow with One Community Bank and develop business relationships in Cottage Grove, WI. I cannot wait for OCB – Cottage Grove to open soon,” said Dan.

Dan has over 15 years of experience in the banking industry with 10 years of experience in residential mortgage lending. He is passionate about giving back to his community. He is an active member of both the Sun Prairie and Cottage Grove Chambers of Commerce.

Outside of work, Dan loves spending time with his wife and three sons. When he has free time, he enjoys golfing and running.

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One Community Bank is one of the largest community banks in south central Wisconsin. The locally owned bank has 15 bank locations and $2.1 billion in assets. It provides both personal and business banking solutions, with an intense focus on serving clients, supporting colleagues, and investing in its communities. Five years in a row named one of Madison’s best places to work, One Community Bank serves the communities of Oregon, McFarland, Waunakee, Stoughton, Sun Prairie, Middleton, Adams, Oxford, Grand Marsh, Hillsboro, La Farge, Readstown, Wonewoc, and Union Center. Member FDIC.

Connie Perry, PharmD, Joins M3 Insurance as Managing Director of Pharmacy Solutions

Connie Perry has joined M3 Insurance as the managing director of pharmacy solutions, bringing a new level of expertise, specialization, and service to M3 clients.

In her role, Perry will lead M3’s pharmacy solutions team, using her clinical background as a PharmD and decades of experience in the PBM space to create a comprehensive pharmacy solutions stack for employers and pair it with the transparent and independent approach that has become a signature of M3.

Perry has over 25 years of industry experience and a doctorate in pharmacy from the University of Illinois College of Pharmacy, specializing in critical care during her residency. Her experience spans across various sectors including clinical roles in hospitals, academia and a Pharmacy Benefit Manager (PBM) (Walgreens Health Initiatives).

Perry was a lead consultant for national insurance brokers before joining M3. As a seasoned leader, she has successfully led national pharmacy practices and played a pivotal role in launching a pharmacy coalition tailored for mid-market employers.

M3 is excited to welcome Connie Perry, launch our pharmacy solutions specialization, and provide our clients with expanded resources and leverage to strategically manage their pharmacy benefits.

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About M3

M3 is a top insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work.

One Community Bank: Austin Zellner Promoted to AVP – Commercial Banking Officer

January 22, 2024
FOR IMMEDIATE RELEASE

Contact:
Ameilia Abraham
One Community Bank
608-838-3141
aabraham@onecommunity.bank

Austin Zellner Promoted to AVP – Commercial Banking Officer

(January 2024) – One Community Bank is excited to announce the promotion of Austin Zellner to AVP – Commercial Banking Officer at its Oregon location.

“Austin has done a tremendous job assisting current clients and developing new business relationships. He has become a key contributor to our commercial PACE program. His primary focus will continue to be establishing and developing relationships with business owners in the community by providing a wide range of financial products and knowledge. We are excited for Austin to take the next step in his career at One Community Bank,” said Dan Carey, Chief Commercial Officer.

“I am thrilled to continue to grow at One Community Bank. I am grateful to be a part of such a client focused, dynamic, and forward-looking team. I look forward to continuing to expand my
business relationship network, and embracing new challenges and opportunities that come,” exclaimed Austin.

Austin has been with One Community Bank for over seven years and started as a Bank Teller.

Over time, he grew a strong passion for commercial banking. He enjoys assisting clients with financing their projects.

In his personal life, he enjoys traveling, watching Wisconsin athletics, golfing, and spending time with his wife, Claire, and their dog.

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One Community Bank is one of the largest community banks in south central Wisconsin. The locally owned bank has 15 bank locations and $2.1 billion in assets. It provides both personal and business banking solutions, with an intense focus on serving clients, supporting colleagues, and investing in its communities. Five years in a row named one of Madison’s best places to work, One Community Bank serves the communities of Oregon, McFarland, Waunakee, Stoughton, Sun Prairie, Middleton, Adams,
Oxford, Grand Marsh, Hillsboro, La Farge, Readstown, Wonewoc, and Union Center. Member FDIC.
Austin Zellner NMLS #2175576. OCB NMLS #4106989.

M3 Insurance Adds Five New Shareholders

M3 Insurance recently announced five new shareholders: Corey Palmer, Senior Client Executive; Dana Hellenbrand, Director of Manufacturing & Distribution Practice; Jesse Maas, Senior Business Development Executive; Julie Redders, Vice President of Marketing; and Nate Troyer, Senior Client Executive and Director of International Practice.

Palmer supports business owners and governmental entities in structuring sustainable employee benefit programs to foster a competitive employee acquisition and retention strategy. He joined M3 in 2015. 

Hellenbrand serves as a subject matter expert, strategist, and thought leader in the manufacturing and distribution industry. She is responsible for sharing information on trends and issues that specifically impact this industry along with advising clients throughout their policy period to ensure that their coverage and risk management strategies continue to meet their needs. She joined M3 in 2016. 

Maas educates the business community about M3 services, including insurance and risk management, employee benefits, and retirement planning. He joined M3 in 2017. 

Redders develops, directs, and oversees M3’s marketing, brand, communications, and public relations strategies. She partners with agency leadership and sales teams to showcase M3’s brand, people, and specializations, and ensures the agency is well-positioned across the regions and markets we serve. She joined M3 in 2011. 

Troyer specializes in property and casualty insurance with a focus on manufacturing & distribution and international exposures where he designs customized solutions for each of his clients. He joined M3 in 2014.